About Moxie Business Assist | Expert Bookkeeping Team in Waterloo, IA
At Moxie Assist, we believe small business owners deserve more than just accurate books — they deserve clarity, confidence, and the freedom to focus on what they do best. We partner with businesses at every stage, providing flexible financial support that ranges from essential bookkeeping to high-level controller and CFO guidance. Whether you need someone to simply keep things organized or a strategic partner to help you grow, our goal is to simplify your finances and give you a clear path forward.
Katie
Katie is an accomplished financial leader with extensive experience as a CFO, Controller, and Executive Director for Large and small companies with multiple LLCs and complex operational structures. She has successfully led executive and financial teams, collaborating closely with operations to implement streamlined systems and drive profitability. Katie brings a strong background in organizational structure, process improvement, and strategic financial planning. Her leadership style is hands-on and rooted in a deep understanding of how smart systems fuel business growth. She’s a problem-solver at heart, with a talent for aligning financial strategies with long-term business goals. Now, Katie channels her expertise into working with small businesses and entrepreneurs, helping them build solid financial foundations and scale with confidence. She is passionate about supporting visionary business owners—partnering closely to help them achieve clarity, reach milestones, and turn their goals into reality.
Kaili
Kaili is a seasoned accounting professional with over 10 years of experience leading financial operations for companies of all sizes. As a Controller, she has managed teams, optimized systems, and ensured accuracy across multi-million-dollar budgets. Her expertise in financial reporting, compliance, and strategic planning makes her a trusted partner to business leaders. She has a talent for transforming disorganized or outdated accounting structures into streamlined, transparent systems that support better decision-making and profitability. Proficient in QuickBooks (Desktop and Online), Excel, and Monday.com, Kaili regularly leads QuickBooks setups, cleanups, and migrations, helping businesses gain better control of their financial data. Her approach is hands-on, collaborative, and rooted in a deep understanding of both day-to-day operations and long-term financial health. Passionate about supporting small businesses, she’s known for her integrity, precision, and ability to bring order to financial chaos. In here free time Kaili enjoys camping and fishing with her husband and daughter.
Shannon
Shannon is a detail-oriented bookkeeper with a degree in Business Marketing and a strong background in financial and operational management. She brings years of experience supporting small businesses, nonprofits, and community organizations with accurate, dependable bookkeeping and financial oversight. Previously, Shannon worked in restaurant management in high level financial oversight including budgeting, forecasting, cost control and strategic planning to maximize profitability. . This hands-on leadership shaped her practical, organized approach to financial management. Known for her integrity, precision, and problem-solving skills, she delivers the kind of reliable support organizations truly value. Proficient in QuickBooks Online, Excel, and Monday.com, and SAP Shannon builds efficient workflows and custom dashboards that drive clarity and accountability. In her free time Shannon enjoys spending time outdoors with her husband and three children.
2026 Overview
Moxie Assist — Small Business Bookkeeping, Controller Support, and Fractional CFO
At Moxie Assist, we help small business owners, solo founders, and growing startups get the bookkeeping and admin support they need to run smarter. This overview walks through our core services — bookkeeping, controller services, and fractional CFO support — and explains how outsourcing these tasks frees you to focus on growth. Read on to learn what we do, why it works, and how to get started.
What It’s Like to Work With Us
Here are answers to common questions from small business owners.
- Bookkeeping services: We keep your books accurate and up to date so you always have clear, actionable financial data.
- Controller services: From scheduling to customer inquiries, our Controllers handle daily tasks that steal your time, so you can focus on what matters.
- Fractional CFO services: Need strategic financial leadership without hiring full time? Our fractional CFOs deliver the guidance growing businesses need.
Each service is designed for small businesses and startups, giving you the right level of support as you scale.
We offer flexible pricing and scalable options so you can pick the level of support that fits your budget and needs.
| Service | Pricing Model | Scalability Options |
|---|---|---|
| Bookkeeping Services | Monthly retainer | Scales with transaction volume |
| Controller Services | Flexible packages | Flexible hours to match project needs |
| Fractional CFO Services | Monthly retainer or project-based | Custom packages for startups |
These options let you choose the right support level without paying for services you don’t use.
Frequently Asked Questions
Small businesses, solo entrepreneurs, and startups across industries like retail, healthcare, and technology can benefit. We tailor our offerings to each sector’s needs so you get practical, relevant support.
Let’s Work Together
Moxie Assist helps small business owners reclaim time and clarity with reliable bookkeeping, practical controller support, and strategic fractional CFO support. Outsourcing these tasks gives you cost-effective, expert help so you can focus on growing your business. Ready to see how we can help?